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Why You Might Actually Owe Taxes in 2018

Why You Might Actually Owe Taxes in 2018

by mattgriffinapccom | Mar 7, 2019 | Estate Planning, NLBM, PFL

Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a refund this time.  If so, this was almost certainly due to the sweeping tax overhaul made by the 2017 Tax Cut and Jobs Act (TCJA)....
7 Events That Necessitate a Review of Your Estate Plan

7 Events That Necessitate a Review of Your Estate Plan

by mattgriffinapccom | Mar 1, 2019 | Estate Planning, NLBM, PFL

Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who you are, your life...
Could an IRA Trust Benefit Your Family?

Could an IRA Trust Benefit Your Family?

by mattgriffinapccom | Feb 21, 2019 | Estate Planning, NLBM, PFL

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form. Unless you take extra steps, the named...
Overlooking This Basic Part of Your Estate Plan Can Be Tragic

Overlooking This Basic Part of Your Estate Plan Can Be Tragic

by mattgriffinapccom | Feb 14, 2019 | Estate Planning, NLBM, PFL

The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet of effective estate planning: In the event of your incapacity or death, if your heirs don’t know how to find or access your assets,...
Reclaim Your Role as Your Child’s Primary Influence—Part 2

Reclaim Your Role as Your Child’s Primary Influence—Part 2

by mattgriffinapccom | Feb 7, 2019 | Estate Planning, NLBM, PFL

In the first part of this series, we discussed how today’s children are increasingly influenced more by their peers than their parents. In today’s society, the once-unbreakable bond between parent and child is being increasingly eroded. This disconnect is wreaking...
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